Name: Financial Analysis, Accounting, Planning & Control and Reporting Training Course
Rating: 4.7 (1076 reviews)

Scheduled Dates

Classroom

18 - 22 May 2026

London - UK

$5,950

Why Choose this Training Course?

Management has now become an integral part of operation in a wide range of organizations. Financial analysis, planning and control, and financial accounting & Reporting training provides an understanding of the various aspects in an organisation from calculative aspect to other related practices in organisation. The key element of the training course is the focus on practical application of financial models and analysis and ratio analysis, which are used to assess strategic and operational positions of the organisation. This is crucial for organisation in terms of understanding cost reductions, analysing companies’ fundamentals and create additional value for companies. You will learn about the financial business environment, strategic planning, management reporting, and decision control support. This training course is aimed to provide a clear insight of decision-making process, various valuations methods, planning and interpreting financial information.

This training course will highlight:

The conceptual backdrop for both the financial and economic dimensions of analysis and decision-making
The nature of financial statements and the key financial tools and techniques in the broader context of how and where they are applied in the assessment of business performance
The projection of financial requirements and analysis of financial information for planning and control
The analysis of investment decisions using time-adjusted measures, taking strategic perspective and dealing with risk, uncertainty and financing issues.
The valuation of businesses and how value may be enhanced through mergers and acquisitions, and restructuring and reorganisations
Develop and monitor specific performance indicators, reporting on trends and identifying causes on unexpected variance

What are the Goals?

The objectives of this training course are to provide delegates with the necessary tools and techniques to find better answers to questions such as:

What is the exact nature and scope of the problems to be analysed, and which specific variables, relationships, and trends are likely to be helpful in analysing specific problems?
How precise an answer is necessary in relation to the importance of the problem itself?
How reliable are the available data, and how is this uncertainty likely to affect the range of results?
Should the outputs of decisions be expressed in cash flow terms, or in terms of accounting profit, to evaluate the financial implications of a decision?
What limitations are inherent in the tools to be applied, and how will these affect the range of results obtained?
How important are qualitative judgments in the context of decision-making, and what is the ranking of their significance?

Who is this Training Course for?

This Financial Analysis, Planning & Control training course is suitable to a wide range of professionals, but will greatly benefit:

Financial officers, controllers, and accountants
Treasurers, corporate planning and business development professionals
Sales and marketing professionals
Managers from any other non-financial areas that need or wish to understand the financial aspects of analysis, planning, and control
Managers involved in financial decision makings
Middle and junior management involved in planning and forecasting
Individual with no basic finance backgrounds; has ambitions to pursue advance training courses in Finance; and wants to acquire specific skills needed to secure a new role or improve their career prospects

All participants will be able to offer their input, based on their individual experiences, and will find the training course a forum for upgrading and enhancing their understanding of best corporate financial practices in the areas examined

How will this Training Course be Presented?

This training course is presented in a very user-friendly course to suit individuals with varying levels of financial knowledge and experience. This training course will be conducted along workshop principles with formal presentations, case studies and interactive worked examples. Numerous relevant examples and participative case studies are provided to illustrate the application of each of the topics covered. Each learning point is reinforced with practical examples and participative exercises. Difficult mathematical concepts are minimised wherever possible and handled in a visual way that is easy to understand with numerous illustrative examples.

Organisational Impact

This training course will provide participating delegates:

An understanding of the use of financial statements and tools and techniques of financial analysis that assist managers in support of more informed and therefore better decision-making
An understanding of the links between long and short-term planning, and being able to develop and prepare financial models and operating budgets and the use of Excel models to build financial growth planning models and prepare traditional and activity-based budget models
The use of the techniques of budgetary control: development of product standards, flexed budgets, variance analysis and use of the results of variance analysis to improve operational performance
The use of Discounted Cash Flow (DCF) and other appropriate techniques that will support the company in its more effective analysis of capital investment projects
An understanding how corporate value and shareholder value may be increased through the use of appropriate financial strategies, including mergers and acquisitions, and restructuring and reorganisations
The sharing of knowledge gained throughout other divisions and departments of the company

Personal Impact

Delegates will develop an understanding of:

The creation of corporate value and shareholder value
Choosing the most appropriate tools and using Excel to develop long-term financial models and budgets
How to analyse and interpret the financial statements: Balance Sheet; Income Statement; Statement of Cash Flows, in order to make more informed and therefore better financial decisions
How to develop and manage the financial aspects of their role more effectively, enhance their performance, broaden their role, and appreciate how their decision-making may impact on their own department or business unit and the organisation as a whole
How to improve their self-confidence in dealing with finance and financial professionals
How to be better placed to liaise effectively with other professionals on financial issues

This training course provides an integrated conceptual backdrop both for the financially / economic dimensions of systematic business management and for understanding the nature of financial statements.

Daily Agenda

Day 1: The Challenge of Financial Economic Decision-Making

The Practice of Financial / Economic Analysis
The Value-creating Company & The shareholder value concept.
Corporate Value and Shareholder Value
A Dynamic Perspective of Business
The Agency Problem and Key principles in corporate governance.
What information and data to use?
Structure of financial accounting systems and purpose of financial accounting and reporting.
Financial Statements & Fundamentals of Financial reporting.
The Context of Financial Analysis and Decision-making.

Day 2: The Challenge of Financial Economic Decision-Making

Ratio Analysis and Business Performance
Measuring and managing profitability and liquidity
Management’s Point of View
Owners’ Point of View
Lenders’ Point of View
Tangible and intangible assets
Financial assets and liabilities
Revenue recognition principles
Ratios as a System – Pyramids of Ratios
Integration of Financial Performance Analysis
Economic Value Added (EVA)
Predicting Financial Distress and Z-score Model & Predicting corporate distress and failure.

Day 3: Analysis of Investment Decisions

Applying Time-adjusted Measures
Net Present Value (NPV) and Internal Rate of Return (IRR)
Modified Internal Rate of Return (MIRR)
Strategic Perspective
EVA and NPV
Refinements of Investment Analysis
Equivalent Annual Cost (EAC)
The effect of gearing on risk and shareholder value
Equity capital and debt capital
Sensitivity Analysis, Scenario Analysis, Simulation, and NPV Break-even
Dealing with Risk and Changing Circumstances

Day 4: Projection of Financial Requirements

Interrelationship of Financial Projections
Operating Budgets
Standard Costing and Variance Analysis
Cash Forecasts and Cash Budgets
Cash flow forecasting techniques
Sensitivity Analysis
Dynamics and Growth of the Business System
Operating Leverage
Financial Growth Plans
Financial Modelling

Day 5: Valuation and Business Performance

Managing for Shareholder Value
Shareholder Value Creation in Perspective
Evolution of Value-based Methodologies
Creating Value in Restructuring and Combinations
Financial Strategy in Acquisitions
Business Valuation
Business Restructuring and Reorganisations
The limitations of financial reports
Designing effective internal business reports
The limitations of financial reports
Designing effective internal business reports.

Certificate

On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.

In Association With

Visit Website

Visit Website

Would an alternative date be more suitable?

We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.

Related Categories

Finance & Accounting

CERTIFICATES

An Interactive 5-Day Training Course

Financial Analysis, Accounting, Planning &Control and Reporting